|
⚲
|
| Keyboard |
| Align Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 323615 |
| SEC # | 801-135664 |
| CIK # | 0001961312 |
| AUM | 116.7 M (2026-02-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 408-559-7444 |
| Address | 1850 Hamilton Ave San Jose, CA 95125 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bancfirst Corp /OK/ | 1.0 | ||
| Qualcomm Inc/DE | 0.7 | ||
| Cisco Systems Inc | 0.5 | ||
| Oneok Inc /New/ | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| International Business Machines Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 11.9 |
| (b) Individuals (high net worth individuals) | 34 | 104.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 116.7 |
| By Discretionary | ||
| Discretionary | 153 | 116.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 116.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.7 | |
| Total | 153 | 116.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961312] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenline Wealth Management LLC
✚
|
FL | 117.0 M |
|
Abel Financial Management Co
✚
|
116.8 M | |
|
NIM Wealth Solutions Inc
✚
|
CA | 116.8 M |
|
ALJZ Consulting LLC
✚
|
116.7 M | |
|
Delphi Management Inc
✚
|
116.7 M | |
|
Alsworth Capital Management LLC
✚
|
NY | 116.7 M |
|
Tidwell Wealth Management LLC
✚
|
CA | 116.7 M |
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |
|
Dynamic Trading Management LLC
✚
|
NY | 116.6 M |
|
Integra Wealth LLC
✚
|
TN | 116.5 M |